Sales + Auditing

3-Month Project-Based Role: Paid Training, potential for full-time.

The primary job duty is to sell technology software products and related services within a defined Key Account(s) aligned to specific verticals. Responsible to identify, qualify, and close new sales opportunities. Manages accounts including the entire sales process from business development prospecting and specifications through contract negotiations, signing, and post-sales support. Identifies, qualifies, and closes new Upgrade to see actual infondidate will need to learn Infusionsoft Upgrade to see actual infondidate will also need to learn American tax laws and systems. Leverages the Keystone Tax Solutions sales model to maximize revenue growth and increase market share. Builds and expands business partner revenue and self-sufficiency.

This position also reviews tax returns for accuracy and completeness, reviews and codes tax returns for computer processing, resolves errors, and corresponds with our tax clients to obtain any missing information. You will be responsible for processing all types of individual and/or business master file taxpayer-initiated inquiries, claims, and internally generated adjustments. You may also be involved in processing non-master file and/or individual retirement account master file inquiries and claims, as well.